InvestorsHub Logo
Post# of 252189
Next 10
Followers 11
Posts 2370
Boards Moderated 0
Alias Born 06/08/2010

Re: DewDiligence post# 177969

Thursday, 05/15/2014 4:47:11 PM

Thursday, May 15, 2014 4:47:11 PM

Post# of 252189
TGTX Pop Etc...

Hi Dew,

That's what I presume-apparently, the data forced at least some cadre of informed reviewers to connect the dots...

And, after the effective demise of GILDs syk/idelalisib combo in B-Cell therapy, as well as the ABT-199/Rituxin recurrence of severe side effects and a death(again from Tumor Lysis Syndrome)in the same tx sphere,

I think a number of people recognized that TGTXs combos potential, if only by exclusion, had just took a major leap forward.

Seeing as INFIs PI3K delta/gamma has already shown some serious problems with toxicity, I would think the GILD and ABT combo problems have cast a shadow regarding future combinations of that drug in B-Cell therapies(which probably explains much of their drop today:-5.10%).

Therefore, of the PI3ks, its starting to look(particularly in view of its safety profile), like TGR-1202 may be the prime combo candidate in this space, both for combinations with it's own anti CD-20(TG-1101), as well as other meds.

This, of course, increases the perceived value of TGTX(the company) considerably, thus today's pop.

Needless to say, if this isn't just a fantasy rxn(and the combos are as safe and effective as I expect),in a multi-billion dollar market, the approx. 120ml enterprise value of this company is absurdly low, and we're just getting started here.

Finally, such a discrepancy between potential and current market value is also likely to ultimately put this company in play(particularly since the ceo signaled early on that he was open to such a possibility, or any possibility, if the price was right!).

BTW, Congrats on the nice partial recovery of MNTA today!

Best regards,

bw

Join the InvestorsHub Community

Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.